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Henry Ellenbogen
Durable Capital Partners
Portfolio Value: $10.57B
Holdings: 40
Period: Q4 2025
| Stock | MOI Signal Rank▼ | % of Portfolio▼ | Recent Activity▼ | Shares | Value▼ | Reported Price | Current Price | Change▼ |
|---|---|---|---|---|---|---|---|---|
| DASH | 6.8 | 7.67% | Add 114% | 3.58M | $810.5M | $226.48 | — | — |
| MELI | 6.5 | 5.87% | Add 76% | 307.9K | $620.3M | $2014.26 | — | — |
| MDLN | 6.4 | 2.74% | Buy | 6.90M | $289.8M | $42.00 | — | — |
| Q | 6.2 | 2.16% | Buy | 2.80M | $228.7M | $81.65 | — | — |
| ULS | 6.2 | 1.91% | Buy | 2.56M | $202.2M | $78.86 | — | — |
| DSGX | 6.1 | 1.42% | Buy | 1.71M | $149.9M | $87.66 | — | — |
| SRAD | 6.1 | 1.34% | Buy | 5.96M | $141.6M | $23.77 | — | — |
| TWLO | 6.1 | 1.29% | Buy | 962.1K | $136.8M | $142.24 | — | — |
| FUEL | 5.9 | 3.20% | Add 59% | 17.47M | $338.2M | $19.36 | — | — |
| ANDG | 5.9 | 0.41% | Buy | 1.67M | $43.3M | $25.93 | — | — |
| ITDA | 5.8 | 0.23% | Buy | 96.8K | $23.8M | $246.16 | — | — |
| FERG | 5.0 | 3.29% | Add 43% | 1.56M | $347.6M | $222.63 | $241.34 | +8.4% |
| OPCH | 4.8 | 2.71% | Add 21% | 8.99M | $286.5M | $31.86 | — | — |
| CLH | 4.7 | 1.85% | Add 46% | 834.8K | $195.7M | $234.48 | — | — |
| TECH | 4.5 | 1.16% | Add 50% | 2.09M | $122.8M | $58.81 | — | — |
| FOUR | 4.1 | 3.94% | Add 17% | 6.61M | $416.0M | $62.97 | — | — |
| APG | 3.9 | 5.44% | Add 1% | 15.02M | $574.6M | $38.26 | — | — |
| CVNA | 3.5 | 3.69% | Add 4% | 925.0K | $390.4M | $422.02 | — | — |
| PRVA | 3.3 | 2.71% | Add 3% | 12.09M | $286.6M | $23.71 | — | — |
| VSEC | 3.1 | 1.44% | Add 2% | 879.2K | $151.9M | $172.77 | — | — |
| GSHD | 3.0 | 1.09% | Add 1% | 1.56M | $115.1M | $73.65 | — | — |
| CPNG | 2.0 | 5.46% | Reduce 2% | 24.45M | $576.8M | $23.59 | — | — |
| ROLL | 1.0 | 9.95% | Reduce 7% | 2.34M | $1.05B | $448.43 | — | — |
| 983793100 | 1.0 | 5.08% | Reduce 9% | 3.95M | $536.7M | $135.91 | — | — |
| CIGI | 1.0 | 4.69% | Reduce 9% | 3.37M | $495.4M | $147.01 | — | — |
| WRBY | 1.0 | 1.51% | Reduce 16% | 7.31M | $159.3M | $21.79 | — | — |
| APP | 1.0 | 1.04% | Reduce 13% | 163.4K | $110.1M | $673.82 | — | — |
| SHOP | 0.0 | 3.11% | Reduce 55% | 2.04M | $328.9M | $160.97 | — | — |
| AYI | 0.0 | 2.78% | Reduce 40% | 815.3K | $293.5M | $360.04 | — | — |
| AFRM | 0.0 | 2.59% | Reduce 41% | 3.68M | $274.0M | $74.43 | — | — |
| VEEV | 0.0 | 2.01% | Reduce 24% | 951.9K | $212.5M | $223.23 | — | — |
| YOU | 0.0 | 1.15% | Reduce 46% | 3.46M | $121.4M | $35.08 | — | — |
| BKNG | 0.0 | 0.93% | Reduce 67% | 18.3K | $97.9M | $5355.33 | — | — |
| RBLX | 0.0 | 0.89% | Reduce 67% | 1.16M | $94.2M | $81.03 | — | — |
| CBZ | 0.0 | 0.78% | Reduce 58% | 1.63M | $82.3M | $50.45 | — | — |
| TOST | 0.0 | 0.77% | Reduce 64% | 2.30M | $81.6M | $35.51 | — | — |
| FSV | 0.0 | 0.64% | Reduce 80% | 436.6K | $67.9M | $155.53 | — | — |
| FIG | 0.0 | 0.61% | Reduce 68% | 1.73M | $64.5M | $37.37 | — | — |
| AUR | 0.0 | 0.25% | Reduce 44% | 6.77M | $26.0M | $3.84 | — | — |
| DUOL | 0.0 | 0.20% | Reduce 86% | 119.2K | $20.9M | $175.50 | — | — |
| MASI | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| OM | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| M98068105 | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| INTU | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| WST | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| HUBS | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| SG | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| ESAB | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| BIRK | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| XMTR | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| FLUT | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| 92556W104 | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| ENTG | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| ROP | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| FND | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| RH | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |